Julie Marie Stiers

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, OR
• 04/2013 → Present
  Round Dancing Cuer
  Gresham, OR
• 03/2018 → 07/2019
  Metis Wealth Advisory Group
  Lake Oswego, OR
• 06/2015 → Present
  Raymond James Financial Services Advisors, Inc
  Lake Oswego, OR
• 06/2014 → Present
  N/A
  Canby, OR
• 03/2018 → Present
  Metis Wealth Advisory Group
  Lake Oswego, OR

Previous Registrations

• 2011-02-22 → 2019-07-31
  Metis Wealth Advisory Group
  Lake Oswego, OR

Other Businesses

(1)Name of Business: Address: 4900 Meadows Road, Suite 100 Lake Oswego, OR 97035, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 06/30/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cuer of round dancing, teaching (2)Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Road, Suite 100 Lake Oswego, OR 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the name of the company/DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-23
• S63 Uniform Securities Agent State Law Examination
  1991-09-23

Other Names

• Julie M Trembath
• Julie M Stiers
• Julie Marie Trembath
• Julie Marie Stiers
• Julie Blake
• Julie Marie Blake